Overview
Transform Copilot is a powerful tool that surpasses the legacy Intelligent Contract Ingestion (ICI) with advanced capabilities. It significantly speeds up contract setup time by streamlining the intake of federal contracts, subcontracts, and purchase orders.
NOTE
This guide is not intended for out-of-the-box (OOTB) Contracts users, as you do not need any additional configuration to access this feature. However, for organizations with customized layouts, this guide offers step-by-step instructions on identifying and adding the required components and buttons to use the Update Contract feature.
Audience
Microsoft Dynamics Administrators
IT Support
Prerequisites
Ensure that TechnoMile's Contracts Suite is installed and configured. The version of this package must be 2025.1.0.0 or higher.
Ensure that TechnoMile's add on package for Transform Copilot Update Contracts is installed (TechnoMile GRC Suite 2025.1 Add-0n) or update patch shared/installed to your Tenant previously.
Adding a Button Using Ribbon Workbench
The Ribbon Workbench allows you to customize the command bar and ribbon UI by adding buttons, commands, and actions.
NOTE
This guide does not address the topic of how to create a JavaScript web resource or custom action to execute when the button is clicked, nor does it explain how to set Enable Rules and Display Rules to control button visibility. If you require assistance, open a ticket with TechnoMile Customer Success or Email Support for further assistance.
The following steps outline the process to add an Update Contract (TC) button using the Ribbon Workbench:
In your Microsoft Dynamics organization, navigate to Settings > Solutions.
Click Ribbon Workbench.
Create an appropriate unmanaged package and include the Update Contracts entity in the solution.
In the Load Solution dialog, select the solution you created in the above step and click Ok.
In the Entity dropdown select new_contractvehicles.
Drag and drop the Button component from the Toolbox onto the Sub-grid ribbon.
Select the newly added button and define its properties in the Properties panel:
Id: This is the default button id created by the system. Update it to indicate that it is for update contract TC.
Label: Enter the display name of the button as Update Contract (TC).
Alt: Enter Update Contract (TC).
Tool Tip Title: Enter Update Contract (TC).
Tool Tip Description: Enter Update Contract (TC).
Image: Optional image or icon.
Create a Command for the button:
Go to Commands and click the add icon.
A new command is created.Click Add Action and specify the following details:
Id: This is the default command Id created by the system. Update it to indicate that it is for update contract TC.
Action Type: Choose JavaScript
Library: Select webresource:clm_TransformCopilot_OpenWidgetUpdateContract.js
Function Name: Enter ingestUpdateContract
CRM Parameter: Select Primary Control
The following screen shows an example of the command details added:
Click Add Display Rule and select clm.new_contractvehicles.DisplayRule0.ShowOnEdit.
Click Add Enable Rule and select clm.new_contractvehicles.EnableRuleUpdateContractTC and clm.new_contractvehicles.EnableRule11.Tcc.
To associate the Command with the Button. In the Properties panel, under Command, select the command Id you created in the above step.
The following screen shows an example of the Properties panel with the required details.
Click Publish to apply the changes.
Verify if the button appears in the specified location.
Email Templates
The following out-of-the-box email templates notify users about update contract submission and review:
[Technomile] Transform Copilot - Notification when update contract submission
[Technomile] Transform Copilot - Notification when update contract review
Contact TechnoMile for assistance with configuring or customizing email templates.